Oaktree Speciality Lending: 10% Yielder With A De-Risked Profile
Summary
- Oaktree Specialty Lending is one of the largest BDCs with strong fundamentals across the board carrying an exposure to public bonds, which is uncommon in the BDC space.
- Recently, OCSL has improved its portfolio and de-risked balance sheet, while keeping net investment income component stable.
- In this article I review my investment thesis that I issued back in August, 2023 and provide several reasons why I still consider OCSL a buy.
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